Lead Tracking Template – On this page, we have collected the best lead tracking templates. They are free to download and fully customizable to save you time while optimizing your sales process.

Below you will find a sales lead tracking template, lead generation dashboard tracking and real estate lead tracking template in Excel and Google Sheets. You’ll also find tips and best practices for marketing planning and management.

Lead Tracking Template

This module is an alternative to CRM software for small business lead tracking. You will see three sections: lead details and expected sales value, contact log and contact information. Track contact dates, lead status and planned follow-up activities.

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This dashboard template provides a snapshot of all leads and opportunities while tracking progress. View sales leads – including source and status – with opportunities and expected revenue. Use sample data to see how the charts look. The template also breaks down the contract and expected revenue based on the sales area.

Manage your sales pipeline and track quarterly progress with this tracker. Record contact details, sales value and potential, expected completion date and planned steps. Edit the template to include additional tracking information. The template automatically calculates your monthly income potential every three months after you enter your data.

Track lead generation data to optimize your marketing efforts. This sample dashboard template shows the number of leads received from different sources and the lead value for each source.

Find out which channels bring the most value to your business. Customize the template to display the resources you want to view and compare. At the top of the template, you can see how your total leads stack up against your 30-day goal.

Template: Lead Tracking Spreadsheet

This tracking template provides separate worksheets for buyer and seller leads. Track your prospects to ensure you are nurturing and prioritizing successful relationships.

Each sheet contains details such as sources, contact information, commission rates, recent contacts and required actions. The Lead Status column has a drop-down menu with the following options: not yet engaged, waiting for a response, ready to meet, converted to a customer, and not interested.

What is the difference between a sales forecast and a plan? What is a marketing channel versus a marketing channel? Find out about this and more about the benefits and challenges of a marketing plan in our marketing plan guide.

This comprehensive article on sales pipeline management covers the importance and best practices of sales pipeline management, and explains how to define your sales process.

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Empower your employees to go above and beyond with a flexible platform designed to fit your team’s needs—and adapt as those needs change. The platform makes it easy to schedule, capture, manage and report on work from anywhere, helping your team to be more efficient and achieve more. Report on key metrics and get real-time visibility into work as it happens with rollup reports, dashboards, and automated workflows to communicate and inform your team. When the team is clear about the work to be done, there is no telling how much they can do at the same time. Try it for free today. Following leads has never been easier! Customer Tracking Sheet is an easy-to-use Excel spreadsheet template for recording and tracking important customer data.

Proper collection and organization of customer information is essential to focus on targeted leads. Therefore, a well-designed customer tracking Excel template will help you identify more active customers. If you want to track sales leads but don’t need the full functionality of CRM software, this Lead List Excel template is perfect for your business.

A lead screening or lead search form like this one allows departments to work together effectively to find qualified leads. This results in more service closures or cancellations of no-gos.

Instead of keeping customer information fragmented, use this customer tracking sheet as a basic CRM tool or contact list. In this way, you can easily track customer interactions and plan follow-up emails and campaigns.

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In fact, the Lead Tracking Excel template is a clean slate. Best of all, the spreadsheet has predefined columns and headers, and you can customize them all. In addition, you can add new data columns in addition to the entire new section.

In the General Info section you must enter the information first. When you fill in the customer data or contact information, you can select the status option from the drop down menu. And the status column indicator is displayed automatically.

Make sure not to delete the ‘Progress’ column as the different options you see in the drop down menu come from the “Progress Options” tab at the bottom right of your template. Therefore, this section will be explained in more detail later.

In this section there is a column of predefined information about the information of the customer address (or customer, contact). Remember that you can rename each column and add new fields.

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Here is another section where you can enter digital contact information. Depending on your requirements, you can include email addresses, website information, additional notes, and more. You can delete or add new columns based on the information you need for your business operations.

As shown in the image above, for all sections of the template, you can easily use the filter option to organize the relationships based on your desire to easily follow the data. This allows you to better analyze the data to make strategies, in addition to quickly checking the status of your customers or prospects.

The Progress Options tab allows you to set progress markers and related markers for each category. You can also rename and add new progress descriptions here, such as “successful lead, negative feedback, follow-up needed, contact needed” etc.

Then use the drop-down menu to select the appropriate brand for that progress category. Finally, according to your selection here, the status indicator under the general information section will automatically populate.

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Note: Finally, if you want this template in Google Sheets as well, you can download the Google Follow Up Google Sheets template.

Lead List Template is a ready-to-use Excel template and is provided as it should be. If you need to customize your report or need a more complex template, you can refer to our customization service.

Watch the video below to see the template in action! The presentation also includes usage notes, explanations, and tips and tricks for the template. This template is perfect for your sales team to track their leads. Track your customers through the sales cycle and see where each customer is at any given time. Forecast revenue, track deals and nurture your customer relationships all in one place.

When added to a chart or lead list, the team can see all sales opportunities in one place. Use sorting and filtering to quickly track and close your priority leads. Plus, you can now see which deals are negotiable and which opportunities are won or lost all at once.

Lead Management Template

Add the details of each lead to display and track all opportunities on the board. Keep everyone updated by adding lead opportunity values, relationship scores, and statuses. When it’s time to close a deal or negotiate a bigger deal, it’s easy to connect and collaborate with your business stakeholders in one place.

Jira Work Management can be customized to fit any team’s unique sales process. Access reports to see how your team is doing and customize your lead tracking software to help your team reach their goals faster. Customize workflow statuses to match your team’s funnel stages, such as the new “Revisit” status so you never miss a follow-up meeting. The sales process is about optimization: you take raw materials and turn them into valuable, long-term relationships with customers. Lead is the main ingredient.

If you don’t know exactly how your leads move from one stage to the next and why, your lead management isn’t working and you need a better supervisor.

In the following sections, I will walk you through everything you need to know about lead tracking applications, models, processes, and more. After reading this, you’ll be ready to implement a lead management system to help your salespeople close as many kickass deals as possible.

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Every part of your business benefits from better handling. But what is the most important thing in leadership management? How can it change your entire sales process?

Simply put, effective lead tracking helps you take the right action at the right time. Good sales timing is hard to master, but it’s an important part of closing more deals. You don’t want to be a salesperson who calls constantly, but you also don’t want to wait six months to follow up on the last call to find a competitor who beat you.

Lead management tells you everything you need to know to take good care of your leads, including:

The

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